For Janet
Plan your outbound week
About 10 minutes each Monday. Work through the four steps in order; your settings and exclusions stay in this browser for next time.
- Pipeline target. Enter your open pipeline. You'll get how many companies to work each day.
- HubSpot export. Open the SchoolSims contact list in HubSpot, export it to CSV, and upload the file here.
- Review accounts. Uncheck anything you shouldn't call, like an account in a renewal conversation.
- Weekly plan. Follow the day's schedule, tap a contact for scripts, and download the .xlsx.
Step 1
How much outbound do you need?
Enter your goal and your current open pipeline. The planner works back through close rate, a 90-day cycle and slow months to set how many companies to work each day.
Where to find these numbers: open your pipeline report in Salesforce. Use its total for Current open pipeline, and its deal amounts to set Average new deal.
Open the Salesforce reportSlow closing months
Step 2
Download the contact list from HubSpot
- Open the list in HubSpot. Log in if it asks.
Open the HubSpot list
https://app.hubspot.com/contacts/5514837/objectLists/13913/filters - Click Export (top right of the list). Choose CSV and keep the columns in the current view. They already include the company fields.
- HubSpot emails you a download link. Download the file.
- Upload it here. Click Choose CSV file below, or drag the file onto the box. It's usually named like
higher-ed-engagement-for-ai.csv.
Showing made-up example contacts so you can see the plan. Upload your HubSpot export to replace them.
to
Step 3